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A Crypto Native Financial System | Felipe Montealegre

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Manage episode 461045439 series 3394246
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, we’re joined by Felipe from Theia to discuss his recent thesis piece, “Internet Finance”. We cover his thoughts on global property rights, and how crypto rails can truly make capital a globally competitive market. Additionally, we discuss fundamental based investing, returning capital to token holders, and developing a moat in crypto. Finally, we discuss dead capital in DeFi.

Thanks for tuning in!

--

Resources

Internet Finance by Felipe: https://x.com/TheiaResearch/status/1876618782871048429

--

Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen!

This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum.

You’ll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: https://v4.uniswap.org/?utm_medium=podcast&utm_source=bellcurve&utm_campaign=11-24-v4

--

Earn, borrow, and build on your terms using Morpho! Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets with better rates. Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products. Whether you’re an individual, fund, fintech, or institution, Morpho is for you.

Get started today: https://app.morpho.org/?network=mainnet&spdl=99nsk9

--

Follow Felipe: https://x.com/TheiaResearch

Follow Mike: https://x.com/MikeIppolito_

Subscribe on YouTube: https://bit.ly/3R1D1D9

Subscribe on Apple: https://apple.co/3pQTfmD

Subscribe on Spotify: https://spoti.fi/3cpKZXH

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx

--

Timestamps:

(0:00) Introduction

(3:58) Unified Servers and Smart Contract Codes

(12:42) Global Property Rights and Tokenizing Assets

(21:08) Uniswap Ad

(22:02) Morpho Ad

(23:10) Theia's Investment Thesis

(26:28) Does Crypto Trade on Fundamentals?

(29:20) Returning Capital to Token Holders

(38:02) Good Business, Bad Token

(43:55) Projects with Equity and Token Components

(52:23) Developing Moats in Crypto

(1:03:50) Can Robinhood Compete with Coinbase?

(1:06:36) Dead Capital in DeFi

(1:12:58) Closing Thoughts

--

Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.

  continue reading

268 episodes

Artwork
iconShare
 
Manage episode 461045439 series 3394246
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, we’re joined by Felipe from Theia to discuss his recent thesis piece, “Internet Finance”. We cover his thoughts on global property rights, and how crypto rails can truly make capital a globally competitive market. Additionally, we discuss fundamental based investing, returning capital to token holders, and developing a moat in crypto. Finally, we discuss dead capital in DeFi.

Thanks for tuning in!

--

Resources

Internet Finance by Felipe: https://x.com/TheiaResearch/status/1876618782871048429

--

Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen!

This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum.

You’ll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: https://v4.uniswap.org/?utm_medium=podcast&utm_source=bellcurve&utm_campaign=11-24-v4

--

Earn, borrow, and build on your terms using Morpho! Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets with better rates. Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products. Whether you’re an individual, fund, fintech, or institution, Morpho is for you.

Get started today: https://app.morpho.org/?network=mainnet&spdl=99nsk9

--

Follow Felipe: https://x.com/TheiaResearch

Follow Mike: https://x.com/MikeIppolito_

Subscribe on YouTube: https://bit.ly/3R1D1D9

Subscribe on Apple: https://apple.co/3pQTfmD

Subscribe on Spotify: https://spoti.fi/3cpKZXH

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx

--

Timestamps:

(0:00) Introduction

(3:58) Unified Servers and Smart Contract Codes

(12:42) Global Property Rights and Tokenizing Assets

(21:08) Uniswap Ad

(22:02) Morpho Ad

(23:10) Theia's Investment Thesis

(26:28) Does Crypto Trade on Fundamentals?

(29:20) Returning Capital to Token Holders

(38:02) Good Business, Bad Token

(43:55) Projects with Equity and Token Components

(52:23) Developing Moats in Crypto

(1:03:50) Can Robinhood Compete with Coinbase?

(1:06:36) Dead Capital in DeFi

(1:12:58) Closing Thoughts

--

Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.

  continue reading

268 episodes

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